OCM

Orleans Capital Management Portfolio holdings

AUM $188M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$505K
3 +$391K
4
OGE icon
OGE Energy
OGE
+$381K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$238K

Top Sells

1 +$1.32M
2 +$602K
3 +$413K
4
CCI icon
Crown Castle
CCI
+$345K
5
TGT icon
Target
TGT
+$344K

Sector Composition

1 Technology 15.33%
2 Healthcare 14.59%
3 Energy 10.68%
4 Financials 8.79%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$164K 0.13%
11,600
77
$13.3K 0.01%
667